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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,026 | $55,002-50.9% | $59,899-54.9% | $56,289-52.0% |
| Participation rate | 17.7% | 75.9%-58.2pp | 74.7%-57.0pp | 69.9%-52.1pp |
| Annual return | -2.91% | 1.13%-4.0pp | 3.46%-6.4pp | -9.96%+7.1pp |
| Employer contribution / active EE | $0 | $2,448-100.0% | $2,723-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $546 | $3,121-82.5% | $3,402-84.0% | $3,350-83.7% |
| Admin fee / account holder | $0 | $236-100.0% | $3,592-100.0% | $521-100.0% |